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Kantor said:
It's almost certainly the Gaikai deal.

They're not going to take a service that used to be free (online multiplayer) and start charging for it, because that is PR suicide.

Gaikai will probably be part of it but it will be more than just that, I think. They were doing marketing surveys to see what people would want from PS+. I expect they'll try to better define what PS+ will be going forward, something more specific than just "whatever we feel like putting up that month".